Commercial Banking Portfolio Coordinator – Pre-Close Covenant Monitoring

Commercial Banking Portfolio Management:  Covers jobs responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator in Commercial Banking as part of the Wholesale Lending Operations.  Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 1+ year of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Accounting or finance experience
• Experience with one or a combination of the following systems: Commercial Loan Origination System (nCino); Wholesale Banking Reporting System (WBRS); Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP)
• Intermediate Microsoft Office skills
• Ability to read and interpret financial statements
• Strong analytical skills with high attention to detail and accuracy
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Relocation assistance is not available for this position
• Ability to work additional hours as needed

Locations:

• 1525 W WT Harris Blvd CHARLOTTE, NC 28262

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.